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Popular Frequently Asked Questions

See all of our FAQ help points

Where do I enter details about my cash deposit accounts
Enter these details as a Personal Investment in the Assets and Investments  section.
Do I enter dividends before or after tax.
Please enter dividends net of income tax.
The whole of my SIPP is invested in equities so I dont know how long it will last?
LifePlan shows you in the ‘my capital’ chart how long your SIPP will last based on the estimated rate of growth and the level of income that you have selected. You can change these factors at any time and LifePlan will immediately re-calculate any new expiry date.
What does LifePlan mean by Downsize/Equity Release?
Downsize / Equity Release is where you release all or a proportion of any equity that has accumulated in your home by either selling or re-mortgaging your home. LifePlan asks you if you wish to repay any outstanding mortgage with the equity that is released.  Note: If you plan to sell your home to fund care home costs please answer ‘no’ to Downsize and complete the Care Home Costs section in Expenditure.
What does LifePlan mean by Private Pension Plan?
A Private Pension plan means any pension plan where you have accumulated a fund that will be used in the future to provide an annuity or an income drawdown arrangement e.g. a Personal Pension Plan (Individual or Group), a Stakeholder Pension Plan (Individual or Group), a Defined Contribution (Money Purchase) Occupational Pension Scheme, a S32 Buy Out Plan.

Retire Easy Ltd.

RetireEasy is the UK’s only independent retirement planning tool. LifePlan gives you an overview of all of your assets – including investments, pensions, savings, business assets and properties – and the income you will receive after liabilities such as debts, mortgages and income tax. It is not just a snapshot, but shows you how your finances will evolve throughout your retirement.

Premium LifePlan not only provides live updates on stocks and fund values, provided by Morningstar, and you can model a Lifetime Mortgage, create and compare up to 3 scenarios of your financial future, radically reduce life insurance costs through a Life Assurance Premium Checker and you can print user-friendly narrative reports.

RetireEasy was established in 2011 and has helped thousands of users to understand their finances throughout retirement and adjust their plans to ensure that their money will last.

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New features on RetireEasy.

Not yet retired?

You can now include all your additional savings, investments and Pension Contributions between now and your retirement, taking into account increasing these Additional Contributions year-on-year and stipulating whether these are one-off or recurring contributions. As always, you can revisit these projections and change them at any time either when your expectations change, or you have real numbers to replace projections already made.

New useful charts?

There are now three additional charts, further breaking down your assets and income.

Download your data in a spreadsheet?

You can now also download spreadsheets giving you the opportunity to view all of your entered information, and your entire LifePlan in one glance.

Sign up now